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Orange County Realtor & Financial Advisor To Speak On Issues related to Real Estate & Economy

Jeffrey Simons of Keller Williams will discuss the current state of affairs with our real estate market, while CFP® Daniel S. Romero Will outline the markets and economy – and the many factors that will influence them in the year ahead.

BNI Diamond Club passed over $1.4m of closed business from 04/2013 thru 04/2014
BNI Diamond Club passed over $1.4m of closed business from 04/2013 thru 04/2014
ORANGE COUNTY, Calif. - April 15, 2014 - PRLog -- BNI Meets at Santa Ana Elks, 5/15/2014 7am to 8:30am - Business Network International's (BNI) Diamond Club chapter will be hosting Jeff Simons of Keller Williams and Daniel S. Romero, CFP®, of Romero and Levin Wealth Management, Inc. to present as Keynote speakers on Thursday, May 15th from 7am to 8:30am at the Santa Ana Elks Lodge. The two will be speaking to individuals about issues surrounding residential real estate and an economic outlook for 2014.

Most Buyers and Sellers don’t fully recognize the importance of working with a skilled, full time real estate professional.

According to a recent National Association of Realtors survey, when choosing an agent, younger buyers were more likely to place the agent’s honesty and trustworthiness as a higher factor than older buyers, while older buyers rate the agent’s reputation and their knowledge of the neighborhood as a higher factor.

The findings further stated that younger buyers tend to place higher importance than older buyers on agents’ communication via email and text message, while older buyers place higher importance on personal calls.

On Thursday, May 15th Jeffrey Simons with Keller Williams Realty will be speaking about the state of affairs of our current market conditions, and what the experts believe is next… in addition to discussing some key systems he has in place to address how his team communicates with their clients, and how they demonstrate market knowledge that convey credibility within minutes…

Farmers’ almanacs have been a source of wisdom, rooted in the core values of independence and simple living, for American growers for over 200 years.  In LPL Financial Research’s Outlook 2014: The Investor’s Almanac, they will seek to provide a trusted guide to the coming year filled with a wealth of wisdom for investors.  In the coming year, there are many reasons investors can return to the basics of growing and preserving their portfolios and spend less time gauging the actions of policymakers.

Daniel S. Romero, CFP® will be outlining this perspective on the markets and economy – and the many factors that will influence them in the year ahead.


JEFFREY SIMONS is the team lead and rainmaker for Jeffrey Simons & Associates at Keller Williams Realty. His role is to run the company as the CEO, and head the listing/seller side of the organization.

Jeff was born raised in Chicago, IL. He and his identical twin brother – Ed, moved to California in 1985.  Jeff now resides in Orange with Kristina his wife of 16 years, and their 3 children.  He enjoys spending time with them at the baseball, and softball field, and one of his favorite activities outside of work and family is his passion with automobiles.  He currently is working on a 1974 Mazda RX-4, a never ending project according to Simons.

Jeff’s constant and never ending commitment to improvement and education make him one of Orange County’s most dedicated practitioners. Come see why Jeffrey Simons and Associates are a 4 year – Orange Coast Magazine 5 star professional.

DANIEL S. ROMERO CFP®, AIF®, CFS has been in the financial services industry since 1996 and is a member of the Society of Financial Service Professionals. He is also a registered representative of LPL Financial, America’s number one independent broker-dealer*. As an independent LPL financial advisor, Mr. Romero was recognized as a top financial advisor and named to the LPL Financial Chairman’s Club.   This distinction is based on an annual production of all registered advisors supported by LPL Financial LLC (“LPL Financial”), and is awarded to less than 6% of the firm’s approximately 13,500 advisors nationwide.

For more information on Dan Romero and Romero and Levin Wealth Management, visit www.RomeroWM.com or call (714) 547-8787. For more information on Jeffrey Simons at Jeffrey Simons & Associates, visit www.JeffreySimonsAndAssociates.com or call (714) 746-8103. Jeffrey Simons is licensed by the California Bureau of Real Estate. BRE# 01212169

Daniel Romero is a Registered Representative with and Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.

Daniel's California Insurance Lic #:0C54180

*Based on total revenues, as reported in Financial Planning Magazine, June 1996-2013

Jeffrey Simons & Associates, Romero & Levin Wealth Management, and LPL Financial are separate unaffiliated entities.

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BNI is the largest business networking organization in the world. The philosophy of this organization is built upon the idea of "Givers Gain®": By giving business to others, you will get business in return. This is predicated on the age-old idea of "What goes around, comes around." For more information, please visit http://socalbni.com/diamondclub/

Dan Romero

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Source:BNI Diamond Club
Location:Orange County - California - United States
Industry:Investment, Real Estate
Tags:Real Estate, Investments, Orange County, Economy, Networking
Last Updated:Apr 15, 2014
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